元戎启行即将上线Robotaxi，率先落地深圳和无锡

Core Insights - The article discusses the growth and strategic direction of Yuanrong Qixing, a Shenzhen-based autonomous driving company, as it prepares to enter the Robotaxi market with a focus on mass production and advanced driving assistance systems [1][11]. Group 1: Market Position and Growth - Yuanrong Qixing has delivered 200,000 mass-produced vehicles equipped with urban NOA (Navigation On Autopilot), achieving a nearly 40% market share in the third-party supplier market for urban NOA as of October 2025 [2][6]. - The company has seen a significant increase in monthly delivery volumes, rising from approximately 3,000 units at the beginning of the year to around 30,000 units by year-end, with September and October both reaching 30,000 units [2][6]. - The CEO highlighted that the growth is driven by a strategic focus on core customers and models, emphasizing the importance of creating blockbuster models rather than a wide range of partnerships [2][3]. Group 2: Future Projections and Market Trends - The autonomous driving market is projected to grow from $6.25 billion in 2024 to $19.28 billion in 2025, with expectations to reach $60.33 billion by 2030 [6]. - The penetration rate of L2 and above autonomous driving passenger vehicles in China is expected to rise from 55.7% in 2024 to 65% in 2025 [6]. - Yuanrong Qixing aims to achieve over one million units in mass production deliveries by 2026, supported by existing customer projects [6][12]. Group 3: Technological Advancements - The company has transitioned to a VLA (Vision-Language-Action) model, which enhances scene understanding and defensive driving capabilities, making it the first third-party supplier to offer this model [7][8]. - The VLA model allows for continuous evolution through reinforcement learning, improving performance in complex scenarios compared to traditional models [8][12]. - The company has completed the licensing exam for Robotaxi operations using mass production vehicles and end-to-end technology, marking a significant step in its strategy [13][14]. Group 4: Robotaxi Business Strategy - Yuanrong Qixing plans to launch its Robotaxi service in select cities, starting with Wuxi and Shenzhen, focusing on specific operational areas [11][14]. - The company aims to differentiate itself by using mass-produced vehicles rather than modified cars with high-precision maps, which allows for broader operational capabilities [11][14]. - The CEO believes that the data-driven approach will enable the company to develop a more mature foundation model for Robotaxi operations by 2026 [13][14].